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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,280 hedge funds and large institutions have $39.9B invested in iShares MSCI USA Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 621 increasing their positions, 369 reducing their positions, and 62 closing their positions.

Holders
1,280
Holders Change
+42
Holders Change %
+3.39%
% of All Funds
18.62%
Holding in Top 10
235
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.07%
% of All Funds
3.42%
New
123
Increased
621
Reduced
369
Closed
62
Calls
$3.88M
Puts
$1.25M
Net Calls
+$2.63M
Net Calls Change
-$2.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.79B
2
Ameriprise
2
Ameriprise
Minnesota
$821M
3
HTC
3
Haverford Trust Company
Pennsylvania
$211M
4
LPL Financial
4
LPL Financial
California
$2.35B
5
SA
5
Sanctuary Advisors
Indiana
$109M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.38B
2
PA
2
Parallel Advisors
California
$37.7M
3
UA
3
Unison Advisors
District of Columbia
$39.1M
4
NAM
4
Nissay Asset Management
Japan
$12.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$284M 1,665,473 +112,811 +7%
CWM
27
Connecticut Wealth Management
Connecticut
$262M 1,534,066 +6,401 +0.4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$260M 1,521,327 +146,076 +11%
Stifel Financial
29
Stifel Financial
Missouri
$245M 1,436,157 +77,267 +6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$237M 1,385,761 +37,842 +3%
MWM
31
Merriman Wealth Management
Washington
$236M 1,384,843 +6,566 +0.5%
HighTower Advisors
32
HighTower Advisors
Illinois
$233M 1,366,511 +89,236 +7%
WBG
33
Wharton Business Group
Pennsylvania
$216M 1,263,292 -8,040 -0.6%
Osaic Holdings
34
Osaic Holdings
Arizona
$214M 1,255,663 +273,256 +28%
HTC
35
Haverford Trust Company
Pennsylvania
$211M 1,233,083 +789,330 +178%
MMA
36
Miracle Mile Advisors
California
$207M 1,211,785 +140,005 +13%
IWC
37
Integrated Wealth Concepts
Massachusetts
$200M 1,174,146 +109,629 +10%
OIA
38
OneDigital Investment Advisors
Kansas
$182M 1,064,123 +321,495 +43%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$172M 1,004,573 +70,980 +8%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$161M 935,694 -151,297 -14%
RJA
41
Raymond James & Associates
Florida
$160M 939,912 +87,867 +10%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$148M 869,539 +88,014 +11%
SCM
43
SCS Capital Management
Massachusetts
$139M 816,152 +293,721 +56%
Corient Private Wealth
44
Corient Private Wealth
Florida
$139M 810,595 -25,314 -3%
EWM
45
Empirical Wealth Management
Washington
$137M 801,579 +23,666 +3%
BL
46
Balentine LLC
Georgia
$124M 726,063 +28,111 +4%
TIAA Trust, National Association
47
TIAA Trust, National Association
North Carolina
$123M 721,525 +38,960 +6%
OWM
48
Orgel Wealth Management
Wisconsin
$123M 720,794 +54,496 +8%
SFG
49
SNS Financial Group
Minnesota
$121M 706,677 -2,820 -0.4%
NA
50
NewEdge Advisors
Louisiana
$117M 683,710 +202,789 +42%
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